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Eli Lilly
LLY

Overview Fund Activity

2,798 hedge funds and large institutions have $366B invested in Eli Lilly in 2023 Q2 according to their latest regulatory filings, with 296 funds opening new positions, 1,068 increasing their positions, 1,072 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,798
Holders Change
+199
Holders Change %
+7.66%
% of All Funds
44.13%
Holding in Top 10
239
Holding in Top 10 Change
+88
Holding in Top 10 Change %
+58.28%
% of All Funds
3.77%
New
296
Increased
1,068
Reduced
1,072
Closed
77
Calls
$3.39B
Puts
$3.68B
Net Calls
-$288M
Net Calls Change
-$424M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.51B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$784M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$674M
4
Barclays
Barclays
United Kingdom
+$425M
5
Millennium Management
Millennium Management
New York
+$382M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$24.8B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.75B
3
Primecap Management
Primecap Management
California
-$854M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$834M
5
Lilly Endowment
Lilly Endowment
Indiana
-$711M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSEDCP
576
NJ State Employees Deferred Compensation Plan
New Jersey
$11.5M – – –
HPC
577
HM Payson & Co
Maine
$11.5M +$1.48M +3,146 +15%
AFA
578
American Financial Advisors
Georgia
$11.5M – – –
RWM
579
Ritholtz Wealth Management
New York
$11.4M +$310K +661 +3%
VIM
580
Vinva Investment Management
Australia
$11.3M -$653K -1,405 -5%
SAM
581
Sectoral Asset Management
Quebec, Canada
$11.1M – – –
IGAM
582
iA Global Asset Management
Quebec, Canada
$11.1M +$11.1M +23,740 New
GT
583
Greenleaf Trust
Michigan
$11.1M -$536K -1,143 -5%
JSC
584
Jackson Square Capital
California
$11.1M -$983K -2,095 -8%
BB
585
Busey Bank
Illinois
$11M +$55.8K +119 +0.5%
LCOV
586
London Company of Virginia
Virginia
$11M – – –
KFP
587
KMG Fiduciary Partners
Ohio
$10.9M +$55.3K +118 +0.5%
JIR
588
James Investment Research
Ohio
$10.9M +$144K +306 +1%
ZCM
589
Ziegler Capital Management
Illinois
$10.8M -$662K -1,411 -6%
CS
590
Comerica Securities
Michigan
$10.8M -$737K -1,571 -6%
SPC
591
Sigma Planning Corp
Michigan
$10.8M -$472K -1,007 -4%
S
592
SignatureFD
Georgia
$10.7M +$336K +717 +3%
ACM
593
Argyle Capital Management
Pennsylvania
$10.7M -$545K -1,162 -5%
FA
594
FDx Advisors
Illinois
$10.7M -$2.16M -4,614 -17%
PFO
595
Pathstone Family Office
New Jersey
$10.7M +$708K +1,443 +7%
PA
596
Parallel Advisors
California
$10.7M +$335K +714 +3%
PAM
597
Palisade Asset Management
Minnesota
$10.6M – – –
HIC
598
Hartline Investment Corp
Illinois
$10.6M +$213K +454 +2%
TW
599
Transform Wealth
Colorado
$10.6M -$2.62M -5,580 -20%
TI
600
Tidal Investments
Wisconsin
$10.6M +$416K +887 +4%
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